29 lines
1.6 KiB
Markdown
29 lines
1.6 KiB
Markdown
# POS Loyalty Member Customization
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This custom Odoo module enhances the POS Loyalty interface and partner creation wizard, optimizing workflow efficiency and resolving critical multi-company operational constraints.
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## Features
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1. **Strict Customer Selection Filter:**
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- Limits customer loading and search lists in the POS UI strictly to real individuals who hold an active membership or loyalty card (`is_loyalty_member = True`).
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- Automatically excludes cashier accounts, user accounts, and company partners from being selected as customers.
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2. **Simplified Customer Creation Wizard:**
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- Overrides the POS Customer Edit/Creation screen to show only essential details:
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* Name
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* Phone
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* Email
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* Address (Street, Zip, City, State, Country)
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* Birthday
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3. **Automatic Lowest Level Membership Assignment:**
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- Automatically provisions new partners with a loyalty card for the lowest membership tier (`Membership Silver`) immediately upon registration.
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4. **Robust Multi-Company Loyalty Processing:**
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- Solves a core Odoo 19 multi-company operational bug where cashiers in branch companies encounter "Access Errors" when validating orders for customers whose loyalty cards belong to the parent company.
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- Bypasses company-specific record rules during POS loyalty audit logging using standard and safe `sudo` environment execution.
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## Technical Details
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- **JS OWL Patching:** Overrides POS frontend partner management safely using clean, standard owl-level class overrides.
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- **Python Inheritance:** Customizes backend models (`res.partner`, `pos.order`) to clean loading domains and securely provision cross-company data.
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